Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Swindon
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: West Midlands
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
Job Type: Sales Support
Location: Swindon
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.